Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rogelio? Claim Your ProfileRogelio Larios is an investment advisor representative who has been in the financial services industry since 2015. Rogelio is registered with PFS Investments Inc. and is currently located in Santa Clarita, California. Rogelio's professional qualifications include passing the Series 6, Series 63, and SIE exams. Rogelio is licensed in the state of California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
CA
05/05/2015 - Present
PFS Investments Inc. (SANTA CLARITA CA)
BC
Issued 05/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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